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Casilio Leitch Investments
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Casilio Leitch Investments
Casilio Leitch Investments
Home
Who We Are
The Team
Services
Model
Capital Market Musings & Commentary
Contact Us
Home
Folder: About
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Folder: Commentary
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Capital Market Musings & Commentary
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Interest Rates, U.S. Dollar And Oil Prices - The Rest Is A Sideshow
Corey Casilio 10/2/23 Corey Casilio 10/2/23

Interest Rates, U.S. Dollar And Oil Prices - The Rest Is A Sideshow

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Unrealistic Expectations
Corey Casilio 9/25/23 Corey Casilio 9/25/23

Unrealistic Expectations

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Tug Of War Over Outcomes & Timing
Corey Casilio 9/18/23 Corey Casilio 9/18/23

Tug Of War Over Outcomes & Timing

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Quick Thoughts
Corey Casilio 9/11/23 Corey Casilio 9/11/23

Quick Thoughts

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Consumer Squeeze Set To Intensify
Corey Casilio 9/5/23 Corey Casilio 9/5/23

Consumer Squeeze Set To Intensify

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‘Higher For Longer’ Getting Priced
Corey Casilio 8/21/23 Corey Casilio 8/21/23

‘Higher For Longer’ Getting Priced

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The Labor Market Takes Center Stage For Where We Go From Here
Corey Casilio 8/14/23 Corey Casilio 8/14/23

The Labor Market Takes Center Stage For Where We Go From Here

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Corey Casilio 8/7/23 Corey Casilio 8/7/23

Actions Have Consequences

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Corey Casilio 7/24/23 Corey Casilio 7/24/23

Congrats On 50 Years Mom & Dad! Oh, & Some Thoughts On Markets

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Corey Casilio 7/17/23 Corey Casilio 7/17/23

Inflection Points Aplenty: Looking For Confirmation Signals And Upcoming Narrative Shift

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Corey Casilio 7/10/23 Corey Casilio 7/10/23

Summer Slog

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Corey Casilio 7/3/23 Corey Casilio 7/3/23

Own It All Because You Just Don’t Know

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Corey Casilio 6/26/23 Corey Casilio 6/26/23

Charades, Distractions and Illusions

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Corey Casilio 6/20/23 Corey Casilio 6/20/23

Time For a Breather

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Corey Casilio 6/12/23 Corey Casilio 6/12/23

Fed Policy Is Already Very Restrictive

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Corey Casilio 6/5/23 Corey Casilio 6/5/23

Invest Through It

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Corey Casilio 5/30/23 Corey Casilio 5/30/23

Could We Already Be In A Recession?

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Corey Casilio 5/22/23 Corey Casilio 5/22/23

Looking For Roses Among The Thorns

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Corey Casilio 5/15/23 Corey Casilio 5/15/23

Respect The Lags And Pay Attention To The Message From Market Internals

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Corey Casilio 5/8/23 Corey Casilio 5/8/23

Hamsters Running On A Wheel

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Disclaimer

Advisory Services provided through Casilio Leitch Investments, a
CA State Registered Investment Advisor. The information on this website is not intended as an offer to purchase any particular funds or investment products.

Phone: 925-448-2215
Fax: 925-443-0947
Email: info@clpwm.com
Locations: Walnut Creek, CA (Main Office) & Boston, MA

Commentary

Featured
Dec 15, 2025
Markets Repricing Increased Uncertainty
Dec 15, 2025
Dec 15, 2025
Dec 8, 2025
The Affordability Crisis Will Impact Policy
Dec 8, 2025
Dec 8, 2025
Dec 1, 2025
In Need Of A Jump Start
Dec 1, 2025
Dec 1, 2025

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